Portafolio Vida Investment Insurance



Banamex Tax Life Portfolio* this is a life insurance with an investment component that helps you increase your chances of saving so you can live with peace of mind.

  • You can deduce the contributions made to the plan from tax payment for up to $152,000 annual pesos
  • You create your saving for a certain purpose (home purchase, education, retirements, etc)
  • Life insurance for $10,000 pesos
  • Investment portfolios with attractive returns
  • Flexible contribution scheme





*General conditions apply
The information contained on this page makes reference to the coverage we offer.
The general terms and conditions of the products prevail over this information.

Tax provisions may be modified by the relevant authorities without notice. Banamex Financial Group, its associates and affiliates, are not responsible for these changes and consequently any information provided is solely for informative purposes. Banamex Financial Group, its associates and affiliates, do not provide tax advice, therefore you should consult the tax treatment of these products with their own advisors.



  • Possibility for ongoing contributions to the Plan
  • Possibility to increase the insured amount by means of a subscription process
  • Tax payment deferral of the deposited amounts, as well as accrued real interests.

  • Investment Alternatives
    SB Gub Short term


Tax provisions may be modified by the relevant authorities without notice. Banamex Financial Group, its associates and affiliates, are not responsible for these changes and consequently any information provided is solely for informative purposes. Banamex Financial Group, its associates and affiliates, do not provide tax advice, therefore you should consult the tax treatment of these products with their own advisors.



  • Contracting age, 18 to 85 years old.
  • Initial contribution: minimum $20,000 pesos and up to $152,000 pesos* to receive the deduction
  • Programmed contributions: can be made annually, half-yearly, quarterly or monthly with an automatic
  • debit from your account (Banamex Account, Banamex Credit Cards, Citibank, Visa and Master Card, issued in Mexico).
  • Voluntary contributions: any time, you may make the additional contributions you wish to increase your investment, by means of your account (Banamex Checking or Maestra Account).


* Contributions over $152,000 pesos are not tax deductible according to section 218 fraction I of the Income Tax Act.

Tax provisions may be modified by the relevant authorities without notice. Banamex Financial Group, its associates and affiliates, are not responsible for these changes and consequently any information provided is solely for informative purposes. Banamex Financial Group, its associates and affiliates, do not provide tax advice, therefore you should consult the tax treatment of these products with their own advisors.

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